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Hahaha! Yes it will do a FB trade pattern, I am planning to buy in 3 months then do security lending at 10% and wait for the shorts to beg me for shares...they have a great product, valuation is too high but it will take years before it trade at a fair price

are you really that high on their product / revenue model? It just seems like FB/Instagram is just shadowing them and ready to copy at every turn.
 
are you really that high on their product / revenue model? It just seems like FB/Instagram is just shadowing them and ready to copy at every turn.

Twitter: got porn right, wide and unfocus on user, hard to understrand who you are, low interest from marketer
Facebook: got porn wrong, wide but somewhat focus on user, they kind of have an idea who you are, quite attractive to marketer
Snap: got porn right, super narrow ans lazer focus, know exactly who you are and your friends. Think of IA and deep learning, Snap will know if you need a new blender...deep learning is ok for language but amazing for pictures...every snap pic is going through the deep learning program...this will be the first skynet!

And istagram and facebook work on an history time frame, Snap is live and they understand the timing of your actions...
 
Twitter: got porn right, wide and unfocus on user, hard to understrand who you are, low interest from marketer
Facebook: got porn wrong, wide but somewhat focus on user, they kind of have an idea who you are, quite attractive to marketer
Snap: got porn right, super narrow ans lazer focus, know exactly who you are and your friends. Think of IA and deep learning, Snap will know if you need a new blender...deep learning is ok for language but amazing for pictures...every snap pic is going through the deep learning program...this will be the first skynet!

And istagram and facebook work on an history time frame, Snap is live and they understand the timing of your actions...

interesting, also thought about it a little, I think the audience engagement is much more pertinent with Snap than FB.

FB/Instagram has kind of moved towards a passive engagement with it's audience. People just scroll scroll scroll, don't really interact or post anything and FB only knows as much you're willing to tell it (the pages you like, which links you click) I've noticed on my own feed FB really wants me to click through and interact while I just keep scrolling.

The very nature of Snap has you engaging with the app and putting stuff up, whiel the algorithm works it's magic
 
Yup, and then it scan all your email, phone call, contact and let AI crosss reference your stuff but then machine learn your pictures, they will sell you a pepsi cherry if they want...
 
Tuff short, 200m shares, 214m volumes in one day...
Short has got to cost 15%...
So buy the dip do security lending (will happen in 3 months) then wait for the stock to be included into index. All ETF in the world need to buy your shares...
Rank in the top 100 spy...way beyound the float...
 
Rick - any thoughts on GPRO being an acquisition target? I understand their fundamentals suck, but they become a cheap target for one to fold in their single product line into their portfolio.

i think the guy has disproportionate voting vs. economic, so dunno if he's a seller.
 
Rick - any thoughts on GPRO being an acquisition target? I understand their fundamentals suck, but they become a cheap target for one to fold in their single product line into their portfolio.

i think the guy has disproportionate voting vs. economic, so dunno if he's a seller.

Would be perfect for SNAP, extend their user age and profile range get their hands on gopro channel and hardware expertise but Gopro has the same problems than Twitter and that Yahoo had, every potential buyer think they will get cheaper in 6 months

It will get taken over but at what price? Remind me of Dell, everyone was expecting a premium...they went private...
 
Tuff short, 200m shares, 214m volumes in one day...
Short has got to cost 15%...
So buy the dip do security lending (will happen in 3 months) then wait for the stock to be included into index. All ETF in the world need to buy your shares...
Rank in the top 100 spy...way beyound the float...

Sorry my bad, wont be included into index because non voting shares
 
Thoughts on TD? It's at a 3 month low, seems like an overreaction to what seems like standard practice for the banking sector or is this going the way of Wells Fargo (which has recovered very nicely anyway)?

Debating if bbd.b is worth keeping an eye on (down 20% over the past month).
 
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TD P/B is 1.80, WFC was below one at their bottom, a long way to go..best case they did nothing wrong, goes back to pricing, you made 5%. Worst case (and this type of news don't come out in Canada without strong validation, specifically for banks) I'll let you guess, add a negative worldwide sentiment for Canadian bank due to real estates and debt level I would consider buying after another 20% drop.

BBD, I don't think I will be alive the day that reign in their debt level and cost of capital...
 
TD P/B is 1.80, WFC was below one at their bottom, a long way to go..best case they did nothing wrong, goes back to pricing, you made 5%. Worst case (and this type of news don't come out in Canada without strong validation, specifically for banks) I'll let you guess, add a negative worldwide sentiment for Canadian bank due to real estates and debt level I would consider buying after another 20% drop.

BBD, I don't think I will be alive the day that reign in their debt level and cost of capital...

I'd never buy bbd based on fundamentals, that ship sailed a long time ago.

I think if TD hits 60, I'm going to give it a long hard look, I just don't think anything's that come out is scandalous.
 
I just don't get into stock that implies govnt and bribery (well beside engeniring) because of infrastructure spending, .
so BBD is incomprehensible for me because I don't work for the govt.

As for TD I believe that all CDN bank will have their day of reckoning (i might br wrong for a while) because all the money they made in the last 8 years is from CMHC insured mortgage and mutual funds fee, which are both coming to an end...
 
GPRO continuing it's slide into oblivion.

VRX has to be a takeover target at this point after Ackman's exit.. Didn't they get an offer for $30 a share last year?
 
GPRO continuing it's slide into oblivion.

VRX has to be a takeover target at this point after Ackman's exit.. Didn't they get an offer for $30 a share last year?

don't you think he tried to sell his stake other than through a market offering?
 
At one point you have to take your loss, get them out of the fund and stir the discussion with your clients in a new direction. AUM loss has already happen, so re-deploy the capital into your best idea. I got fuck with Concordia health, moved everything into NVDA nobody is talking to me about CXRX anymore...

His position was easily manageable with VRX daily volume (+ dark pools)he probably loss like a penny on vwap...
 
At one point you have to take your loss, get them out of the fund and stir the discussion with your clients in a new direction. AUM loss has already happen, so re-deploy the capital into your best idea. I got fuck with Concordia health, moved everything into NVDA nobody is talking to me about CXRX anymore...

His position was easily manageable with VRX daily volume (+ dark pools)he probably loss like a penny on vwap...
He was scared with disclosure requirements relating to slowly liquidating his position.

Sent from my Nexus 5 using Tapatalk
 
Sorry but nope, you can move this type of size with ETF firm in a matter of minutes, they would coordinate with all their market makers. Otherwise you can punch into GS dark pool and they will conter party in about 1/1000 of a second...

Edit:

He probably had a buyer line up...so very easy trade

Edit 2: while the trade was easy to do normally, it was set up before...
 
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